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Author : Stephan R. Leimberg
Publisher :
ISBN 13 :
Total Pages : 600 pages
Book Rating : 4.0/5 ( download)
Download or read book Tools & Techniques of Life Insurance Planning written by Stephan R. Leimberg and published by . This book was released on 2004 with total page 600 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Stephan R. Leimberg
Publisher :
ISBN 13 :
Total Pages : 578 pages
Book Rating : 4.0/5 ( download)
Download or read book The Tools & Techniques of Life Insurance Planning written by Stephan R. Leimberg and published by . This book was released on 1999 with total page 578 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Stephan R. Leimberg
Publisher :
ISBN 13 : 9781945424496
Total Pages : 1022 pages
Book Rating : 4.4/5 (244 download)
Download or read book Tools & Techniques of Life Insurance Planning, 7th Edition written by Stephan R. Leimberg and published by . This book was released on 2017 with total page 1022 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Stephan R. Leimberg
Publisher :
ISBN 13 :
Total Pages : 256 pages
Book Rating : 4.E/5 ( download)
Download or read book The Tools & Techniques of Financial Planning written by Stephan R. Leimberg and published by . This book was released on 1986 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Stephan Leimberg
Publisher :
ISBN 13 : 9781954096943
Total Pages : 0 pages
Book Rating : 4.0/5 (969 download)
Download or read book The Tools and Techniques of Life Insurance Planning, 9th Edition written by Stephan Leimberg and published by . This book was released on 2023-02-22 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: The ninth edition of The Tools & Techniques of Life Insurance Planning is written to help planners and advisors understand the tools needed to use life insurance as a part of a successful financial, business, or estate plan, and how to use these tools in the most effective ways. We had one major goal in mind when writing this book: "To create the single best source of up-to-date, pragmatic, and transferable information on the topics you need to help others." With the growing labyrinth of highly technical and interrelated tax and other laws that have an impact upon clients and their plans, our task--and yours has become exceedingly difficult. We believe The Tools & Techniques of Life Insurance Planning will be of significant help in this regard. Throughout the chapters of this book, you'll find unique charts, checklists, graphs, examples, and references to assist you in absorbing these highly complex concepts and product nuances. In turn you will be able to convey these to clients in a clear and simple manner. This title features: Detailed information about the entire range of life insurance products that can be used by estate and financial planners in a wide variety of circumstances Coverage of advanced topics, such as 103 exchanges, the transfer-for-value rule, and the use of life insurance products for charitable gift planning New in the Ninth Edition: Chapters have been reordered to provide an easier to comprehend progression of product design and complexity. Text has been updated to reflect recent changes to the regulatory environment. Product descriptions, illustrations and tables have been revised to include newer product designs. Discussions of Income and Estate Taxation of life insurance products have been consolidated in chapters devoted to taxes. Added new Techniques chapter 20 which highlights all the different advanced life insurance planning opportunities and serves as an introduction to the remaining Techniques chapters. Added new and enhanced discussion of planning techniques such as: Split premium bonus arrangements Life expectancy loan regime split dollar Generational split dollar Spousal lifetime access trusts (SLATs) Life insurance retirement plan (LIRP) Insured controlled cross-purchase buy-sell arrangement Enhanced discussion of what constitutes a "top hat" plan for non-qualified deferred compensation plan purposes Topics Covered: Planning techniques for retirement income needs, estate and gift tax avoidance, estate liquidity needs, and long-term care planning Plain-language descriptions of the tax consequences of various life insurance products and strategies that plans can use to minimize tax liabilities And More! See the "Table of Contents" section for a full list of topics
Author : Stephan R. Leimberg
Publisher :
ISBN 13 : 9780872189331
Total Pages : 602 pages
Book Rating : 4.1/5 (893 download)
Download or read book Life Insurance Planning written by Stephan R. Leimberg and published by . This book was released on 2007 with total page 602 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book covers all aspects of life insurance planning. Specifically, it covers how to estimate the need and choose the right policy and right company for a client, and it describes the different types of life insurance available and the different ways life insurance can be used to meet a clients planning goals. This book is designed to be highly useful to students, CPAs, attorneys, trust officers, and others whose professional task is to advise others. Because it carefully defines each new term, it will also be of immense use to the layperson searching for a reliable objective source of information and to the professional searching for perspective. Key Selling Points: describes the particular tool or technique, its advantages and disadvantages, alternatives, and frequently asked questions and answers, allowing quick comprehension and comparison of the tools and techniques; explains the income and transfer tax consequences of life insurance, ensuring that the solution chosen will accomplish the clients goals and objectives; discusses many different ways to use life insurance, from life insurance trusts to life insurance in qualified plans; and covers over 10 different types of policies, from term to variable universal life insurance. Discover proven methods for determining needs and close more sales than ever before with helpful hints throughout. Unique charts, checklists, and real-world examples help immediately apply skills and identify the impact of new regulations on existing paradigms.
Author : Jeffrey H. Rattiner
Publisher : CCH
ISBN 13 : 9780808092179
Total Pages : 544 pages
Book Rating : 4.0/5 (921 download)
Download or read book Financial Planning Answer Book (2009) written by Jeffrey H. Rattiner and published by CCH. This book was released on 2008-11 with total page 544 pages. Available in PDF, EPUB and Kindle. Book excerpt: Covering the five key areas of financial planning, this guide emphasizes its technical, tax, and regulatory aspects. The areas of discussion include investments, employee benefits and retirement plan assets, insurance, income tax and estate planning, and regulatory issues.
Author : Stephan Leimberg
Publisher :
ISBN 13 : 9781954096080
Total Pages : 1074 pages
Book Rating : 4.0/5 (96 download)
Download or read book The Tools and Techniques of Estate Planning, 20th Edition written by Stephan Leimberg and published by . This book was released on 2021-04-27 with total page 1074 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Tools & Techniques of Estate Planning covers all aspects of estate planning, from behavioral and ethical issues to estate and gift tax planning, to planning for nontraditional couples and the risk of health issues for aging clients. With topics that are applicable for both large and small estates, this title enables estate planners to: Help clients plan every aspect of their estate, including tax, investment, insurance, and estate administration decisions; Help clients effectively preserve their assets under current law; Handle a wide variety of estates and specific circumstances; and Save significant amounts of time with exclusive estate planning tools. This book features easy-to-understand, real-world examples from expert authors on which techniques are best suited for a wide variety of circumstances, and equally important advice on how to avoid future problems. New in the 20th Edition: There have been several updates in tax legislation since the release of the prior edition, many of which affect estate planning. When rules change, every estate planner must stay completely up-to-date with all the opportunities--and pitfalls--arising from the new legislation. This edition features: Updates resulting from the SECURE Act, affecting qualified retirement plans; New information on COVID-19 related tax changes for employee benefit plans; Employee retention credit under the CARES Act; Coverage of new IRS valuation tables in addition to the prior valuation tables; Updated ERISA compliance and reporting requirements; and Updated tax information, including the new 2021 COVID-19 stimulus and CAA bills. Topics Covered: Practice of estate planning Choosing the right professionals for estate planning Ownership and transfer of property Estate, gift, GST, and income tax considerations for estate planning The use of revocable and irrevocable trusts in estate planning The use of life insurance in estate planning Planning for incapacity and special needs Valuations issues Charitable giving Using employee benefits to meet estate planning goals Intra-family wealth transfers and business succession planning And more! See the "Table of Contents" section for a full list of topics As with all of the resources in the highly acclaimed Leimberg Library, every area covered in this book is accompanied by the tools, techniques, practice tips, and examples you can use to help your clients successfully navigate the complex course of estate planning and confidently meet their needs.
Author : Susan M. Tillery
Publisher : John Wiley & Sons
ISBN 13 : 1119421233
Total Pages : 448 pages
Book Rating : 4.1/5 (194 download)
Download or read book Essentials of Personal Financial Planning written by Susan M. Tillery and published by John Wiley & Sons. This book was released on 2018-09-21 with total page 448 pages. Available in PDF, EPUB and Kindle. Book excerpt: ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.
Author : Michael A. Bonilla
Publisher : Createspace Independent Publishing Platform
ISBN 13 : 9781545411506
Total Pages : 136 pages
Book Rating : 4.4/5 (115 download)
Download or read book How to Sell Life Insurance written by Michael A. Bonilla and published by Createspace Independent Publishing Platform. This book was released on 2017-04-15 with total page 136 pages. Available in PDF, EPUB and Kindle. Book excerpt: General and Specific Tips to help improve your life insurance sales knowledge. Ever wonder how some Agents are able to sell life insurance at seemingly astronomical rate? Every great Life Agent has a system and some of the techniques in this book might help you build one that works for you.
Author : Stephan R. Leimberg
Publisher :
ISBN 13 : 9780872182486
Total Pages : 538 pages
Book Rating : 4.1/5 (824 download)
Download or read book The Tools and Techniques of Employee Benefit and Retirement Planning written by Stephan R. Leimberg and published by . This book was released on 1999 with total page 538 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author :
Publisher :
ISBN 13 :
Total Pages : 586 pages
Book Rating : 4.0/5 ( download)
Download or read book The Tools and Techniques of Employee Benefit and Retirement Planning written by and published by . This book was released on 2005 with total page 586 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Stephan R. Leimberg
Publisher : Prentice Hall
ISBN 13 : 9780872186347
Total Pages : 534 pages
Book Rating : 4.1/5 (863 download)
Download or read book The Tools & Techniques of Employee Benefit and Retirement Planning written by Stephan R. Leimberg and published by Prentice Hall. This book was released on 2003 with total page 534 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Robert Castiglione
Publisher :
ISBN 13 : 9780977117109
Total Pages : 142 pages
Book Rating : 4.1/5 (171 download)
Download or read book Leap written by Robert Castiglione and published by . This book was released on 2005-01-01 with total page 142 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Sr. Melvin Pierre
Publisher : AuthorHouse
ISBN 13 : 1438947747
Total Pages : 170 pages
Book Rating : 4.4/5 (389 download)
Download or read book Increase Your Insurance Sales, Retention and Referrals Now!!! written by Sr. Melvin Pierre and published by AuthorHouse. This book was released on 2009-03 with total page 170 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Beaten But Not Broken" is an account of life of a black family from the eyes of the author, Calvin Coker and deals with the racial inequality and bigotry that most blacks faced in the south during those years of the 60s and 70s. It introduces a level of poverty that a large number of black Americans experienced and many today can relate to. Many white Americans may ask today, when will it ever be over, but for many blacks, the answer to that question is never, there will always be a struggle for us (us being all Americans). Beaten but Not Broken YAHWEH Jireh (The Lord provides), is a story that is full of life's ups and downs. From reading it, you will see that racism is not just an attitude shared from whites to blacks and that life is full of other types of circumstances that can bring you down. However, there is one and only one God who reaches down to the lowest valley and will rescue people, no matter who you are. It is a story of a human spirit being beaten on several occasions, but something inside placed from above, saying "hold on just a little while longer, your change is coming". This is the testimony of the author, beaten or whipped at times, but finding the promised victory in Christ always in time.
Author : Carl Patton
Publisher : Routledge
ISBN 13 : 1317350006
Total Pages : 481 pages
Book Rating : 4.3/5 (173 download)
Download or read book Basic Methods of Policy Analysis and Planning written by Carl Patton and published by Routledge. This book was released on 2015-08-26 with total page 481 pages. Available in PDF, EPUB and Kindle. Book excerpt: Updated in its 3rd edition, Basic Methods of Policy Analysis and Planning presents quickly applied methods for analyzing and resolving planning and policy issues at state, regional, and urban levels. Divided into two parts, Methods which presents quick methods in nine chapters and is organized around the steps in the policy analysis process, and Cases which presents seven policy cases, ranging in degree of complexity, the text provides readers with the resources they need for effective policy planning and analysis. Quantitative and qualitative methods are systematically combined to address policy dilemmas and urban planning problems. Readers and analysts utilizing this text gain comprehensive skills and background needed to impact public policy.
Author : Pamela Yellen
Publisher : Vanguard
ISBN 13 : 0786745347
Total Pages : 258 pages
Book Rating : 4.7/5 (867 download)
Download or read book Bank On Yourself written by Pamela Yellen and published by Vanguard. This book was released on 2010-03-23 with total page 258 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Wall Street Journal, USA Today, and BusinessWeek bestseller Bank On Yourself: The Life-Changing Secret to Growing and Protecting Your Financial Future reveals the secrets to taking back control of your financial future that Wall Street, banks, and credit card companies don’t want you to know. Can you imagine what it would be like to look forward to opening your account statements because they always have good news and never any ugly surprises? More than 100,000 Americans of all ages, incomes, and backgrounds are already using Bank On Yourself to grow a nest-egg they can predict and count on, even when stocks, real estate, and other investments tumble. You’ll meet some of them and hear their stories of how Bank On Yourself has helped them reach a wide variety of short- and longterm personal and financial goals and dreams in this book.
